Mason Ware
Investment adviser representative at Wealth With No Regrets�
12 yearsExperience
1 stateRegistered in
$214.4MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Wealth With No Regrets�Aug 2025 to now
- Boomfish Wealth Group, LLC d/b/a Wealth With No RegretsSep 2024 to now
- UnemployedMay 2024 to Sep 2024
- Sewanee: the University of the SouthAug 2020 to May 2024
- Jefferson Parks and RecMay 2020 to Aug 2020
- StudentDec 2014 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
Wealth With No Regrets�
Legal name: Boomfish Wealth Group, LLC
$214.4MAssets managed
232Clients
5Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7999434
- Firm CRD
- 159201